Want to see AU:FID full AI Analyst Report?
Top Page
Fiducian Group Ltd
(Sydney:FID)
Select Model
Select Model
Rating:73Outperform
Price Target:
AU$9.50
â–¼(-17.53% Downside)
Action:Reiterated
Date:08/04/26
The score is driven primarily by strong financial performance (high margins, low leverage, and excellent cash conversion), supported by attractive valuation (moderate P/E and high dividend yield). These positives are tempered by weaker technical positioning, with the stock trading below key moving averages and slightly negative momentum indicators.
Positive Factors
Balance sheet strength
Very low leverage and a high equity ratio provide durable financial flexibility; the strong ROE indicates management is generating high returns on capital. This supports resilience through market cycles, capacity for capital returns or targeted investment, and lower default risk over months.
Negative Factors
Sharp revenue decline
A material 24.7% revenue fall is a durable concern: even with strong margins, sustained top-line contraction erodes fee pools, reduces scale benefits, and pressures long-term growth prospects. Recovery of revenues is required to maintain current profit and cash profiles.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance sheet strength
Very low leverage and a high equity ratio provide durable financial flexibility; the strong ROE indicates management is generating high returns on capital. This supports resilience through market cycles, capacity for capital returns or targeted investment, and lower default risk over months.
Read all positive factors
Fiducian Group Ltd (FID) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$267.38M
Dividend Yield5.73%
Average Volume (3M)43.97K
Price to Earnings (P/E)13.6
Beta (1Y)0.60
Revenue Growth8.56%
EPS Growth17.62%
CountryAU
Employees125
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)0.63
Shares Outstanding31,567,623
10 Day Avg. Volume42,868
30 Day Avg. Volume43,970
Financial Highlights & Ratios
PEG Ratio0.72
Price to Book (P/B)5.09
Price to Sales (P/S)4.74
P/FCF Ratio13.75
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)0.84
Revenue Forecast (FY)AU$105.40M
Fiducian Group Ltd Business Overview & Revenue Model
Company Description
Based in Sydney, Australia, and established in 1996, Fiducian Group Ltd, along with its subsidiaries, offers a comprehensive suite of financial services. The company's operations are structured across four main segments: Funds Management, Financia...
How the Company Makes Money
Fiducian Group Ltd generates revenue primarily from fees associated with providing financial advice, managing investment funds, and administering client investment/superannuation accounts. Key revenue streams typically include (1) advice-related f...
Fiducian Group Ltd Financial Statement Overview
Summary
Income Statement
75
Positive
Balance Sheet
80
Positive
Cash Flow
85
Very Positive
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 93.51M | 64.88M | 80.80M | 73.31M | 69.54M | 59.95M |
| Gross Profit | 53.63M | 64.88M | 58.83M | 49.69M | 47.09M | 40.46M |
| EBITDA | 31.40M | 30.94M | 26.06M | 22.44M | 23.16M | 20.56M |
| Net Income | 19.84M | 18.57M | 15.04M | 12.32M | 13.32M | 12.18M |
Balance Sheet | ||||||
| Total Assets | 87.88M | 80.77M | 71.40M | 72.34M | 74.28M | 61.74M |
| Cash, Cash Equivalents and Short-Term Investments | 35.72M | 34.94M | 26.60M | 19.65M | 17.48M | 19.32M |
| Total Debt | 18.61M | 6.31M | 2.98M | 4.24M | 5.83M | 5.89M |
| Total Liabilities | 25.40M | 20.44M | 16.79M | 21.43M | 27.15M | 18.88M |
| Stockholders Equity | 62.48M | 60.33M | 54.61M | 50.91M | 47.13M | 42.87M |
Cash Flow | ||||||
| Free Cash Flow | 23.33M | 22.35M | 19.38M | 13.90M | 18.10M | 15.93M |
| Operating Cash Flow | 23.90M | 22.43M | 19.46M | 14.28M | 18.68M | 16.04M |
| Investing Cash Flow | -1.24M | 752.00K | 546.00K | -1.96M | -9.71M | -1.47M |
| Financing Cash Flow | -15.84M | -14.85M | -13.05M | -10.15M | -10.80M | -9.21M |
Fiducian Group Ltd Technical Analysis
Positive
11.52
Price Trends
8.53
Positive
8.77
Negative
9.93
Negative
Market Momentum
-0.01
Negative
51.00
Neutral
29.84
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:FID, the sentiment is Positive. The current price of 11.52 is above the 20-day moving average (MA) of 8.52, above the 50-day MA of 8.53, and above the 200-day MA of 9.93, indicating a neutral trend. The MACD of -0.01 indicates Negative momentum. The RSI at 51.00 is Neutral, neither overbought nor oversold. The STOCH value of 29.84 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:FID.
Fiducian Group Ltd Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | AU$267.38M | 13.57 | 32.32% | 4.00% | 8.56% | 17.62% | |
71 Outperform | AU$2.99B | 13.46 | 14.31% | 5.99% | -12.42% | -36.36% | |
70 Outperform | AU$4.31B | 23.65 | 13.61% | 3.60% | 22.38% | 22.74% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
53 Neutral | AU$5.88B | 31.39 | 3.56% | 1.87% | -4.68% | 4.33% | |
43 Neutral | AU$1.14B | 95.71 | 2.39% | 3.44% | 47.98% | -75.76% | |
41 Neutral | AU$2.15B | -127.07 | -1.00% | 6.01% | 2.23% | 96.71% |
* Financial Sector Average
AU:FID
Fiducian Group Ltd
8.55
-2.54
-22.88%
AU:AMP
AMP
2.35
0.66
38.72%
AU:MFG
Magellan Financial Group Ltd
10.52
0.80
8.22%
AU:PPT
Perpetual Limited
18.82
-1.25
-6.23%
AU:PNI
Pinnacle Investment Management Group Limited
18.75
-3.85
-17.04%
AU:MAF
MA Financial Group Limited
6.06
-1.91
-23.92%
Fiducian Group Ltd Corporate Events
Fiducian Director Increases Indirect Shareholding via On-Market Trade
Jun 23, 2026
Fiducian Group Limited has reported a change in the indirect shareholding of director Samir (Sam) Hallab, lodged under ASX disclosure rules. Through related party Glotown Pty Ltd, Hallab acquired 1,000 ordinary shares via an on-market trade on 22 ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.